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Planning Ahead: Business Transition and Succession (Series: Part I)

12pm Eastern Time

Business Consultant and entrepreneur Tom Merson will cover the basics of business transition, including preparing to let go, getting your business ready to sell, having a game plan and putting it up for sale.

Just as starting a business can take time, so can planning for its transition to a new owner. Find out about the steps involved in planning a business sale and the kinds of advisors and tools that are essential to the process. In this webinar you will learn how to:

  • prepare to let go of your business
  • get your business ready
  • have a game plan
  • put your business up for sale

Register now

Guest Speaker: 

Tom Merson
Business Strategy Coach
The Achievement Centre

In 2011, Tom transitioned his Kwikcopy business to new owners. His experience can help you to create the optimal succession plan.

For over 20 years, Tom developed his expertise in coaching with his Kwikcopy business. During this time he worked to develop his own staff, business and revenues.

His experience can help you to create the optimal succession plan for you and your team.


For more information:
Mary Sicoli, Webinar Coordinator
CEDEC
(514) 903-3753 (ext. 221)
mary.sicoli@cedec.ca
 

Tax and Legal Aspects of Business Transition (Series: Part II)

12pm Eastern Time

If you own a corporation that carries on an active business, you may be in a position at some point to consider the sale of your business. The asset sale versus share sale decision requires consideration of many tax and non-tax issues. However, tax will generally play a significant role in the decision.

Many sale transactions are structured around the vendor’s ability to claim the $800,000 enhanced lifetime capital gains exemption in respect of the disposition of shares of a qualified small business corporation (“QSBC shares”). In either case, whether on a sale of shares or assets, there are opportunities for the vendor to minimize tax, such as taking a reserve on capital gain if the sale price is not paid in full upon closing.

Some other tax tips will be discussed, such as incorporating your business before its sale and things to watch out for when considering the transfer of your business inside of you family. Your questions regarding practical considerations that can be encountered will also be answered, such as what to do with current financings, the seller’s responsibility after the sale, the due diligence process, etc.

Stavros will address the legal aspects of business transition, such as preliminary documents including non-disclosure agreements, due diligence, fiscal planning, negotiations regarding guarantees, declarations and warranties, preparation of sale, financing and guarantee agreements, corporate documents and possible implications of an existing shareholder agreement. You will learn about the essential legal documents related to the sale of a business; how to prepare and respond to due diligence requests; and how to prepare for negotiations with a potential buyer.

Register now

Format:
12:00 - 12:05 pm | Welcome
12:05 - 12:45 pm | Presentation
12:45 - 01:00 pm | Questions & Answers


Guest Speakers:

Simon Chouinard
Partner
DS Welch Bussières

Simon Chouinard began his career as a tax and public finance expert handling assignments with High Officials and Tax Authorities in Madagascar, Algeria, Senegal and many Countries in the Caribbean.

In 2006, he joined a national accounting firm providing company owner-managers services such as tax planning and corporate reorganization. He also practiced in the field of incorporation of professionals, trusts, estate planning and real estate taxation. He joined DS Welch Bussières in 2012.

Stavros Rilling
Associate
DS Welch Bussières

Stavros’ practice focuses on corporate and business law, commercial litigation and intellectual property. He works in matters such as the incorporation of new businesses and corporate structures; the development and implementation of professional and non-professional corporate structures; corporate reorganization, mergers, acquisitions and sales in various sectors; management buyouts; shareholder disputes; corporate financing and guarantees, and the protection of intellectual property. Stavros joined DS Welch, Bussières in 2011, and was called to the Quebec Bar in 2012.


For more information:
Mary Sicoli, Webinar Coordinator
CEDEC
(514) 903-3753 (ext. 221)
mary.sicoli@cedec.ca

CommunityBuilders Webinar - Small Town Comeback

2pm to 3pm Eastern

Jesse Silverstein, principal with the economic research firm, Development Research Partners, will share strategies for involving community and business assets for successful economic development. Using the mining community of Anaconda, MT as an example, he will discuss approaches that include the development of industry, retail, services, and tourism, among other sectors, while at the same time working within the local business climate and attracting a skilled workforce.

Register now

CCEDNet GlobalMeasures Initiative

Noon - 1pm Eastern

Let's face it:  Demonstrating impact is critical when making the case for community programs to funders, stakeholders and policy makers. 

But it can also be very hard to do.  Community organizations tend to find the process of impact measurement complicated and expensive. There is no silver bullet, but strengthening evaluation capacity with a range of strategies, such as Social Return on Investment, can help us improve the effectiveness of what we do and enhance the case for support. 

To strengthen the evaluation and impact measurement capacity of our members, CCEDNet has partnered with GlobalMeasures Initiative (GMI) to offer affordable access to a powerful Social Return on Investment and outcomes measurement platform. 

GMI is a project that was created by Social Asset Measurement (SAM) and the Carleton Centre for Community Innovation (3ci).  It brought together 3ci’s ten plus years of expertise in impact measurement, and SAM’s impact measurement software, the Social Return Intelligence platform (SRI).  SRI has been reviewed and accepted by the UK based international SROI Network, and has been funded by the National Research Council of Canada. 

GMI provides participants with educational webinars and are walked through the process of creating their own impact measurement framework. They are then able to access the SRI software to continuously report on their impact.

To find out more about GMI, please join us for a free webinar Sept 4th at 12PM Eastern.

If you want to strengthen your evaluation capacity and try out SROI or other outcomes frameworks, GMI might be right for you.

ADDITIONAL RESOURCES

 

Relocalizing Food Systems: Innovative Models from Local Orbit

10am Pacific Time/1pm Eastern Time

Inspired by its work building technology infrastructure for local and regional food networks, Local Orbit works with food entrepreneurs of all kinds who are interested in relocalizing the food system.  Join us for a discussion about innovative ways to build regionalized distribution systems, particularly in ways that keep capital costs low and increase viability in the long run. 

This webinar is geared towards anyone interested in the local food system: food makers, growers, processors, incubators, retail outlets, and specifically those who are focused on aggregation and distribution.  AND be the first to gain access to Local Orbit's interactive toolkit filled with resources and information to support those building a healthy, localized food system. 

Included in the discussion:

  • Innovative examples of local food distribution systems from around the country
  • Common bottlenecks to anticipate and some creative solutions to navigate around them
  • A process and framework that will help ANY food entrepreneur move forward in their business
  • Early access to a free Local Orbit interactive toolkit!
  • Q&A

Register now

Presenters

Erika Block is the CEO of Local Orbit, which supports diverse local distribution models across the country.  Erika brings unique perspective on best practices and challenges within this emerging sector.  She’s also built and managed two start-ups.  Prior to Local Orbit, Erika founded an entrepreneurial arts organization, producing cross-sector partnerships in the US, Great Britain and South Africa. Throughout her career, Erika has created collaborative environments that facilitate learning and action.  She is a PopTech Social Innovation Fellow, and comes from a family of fruit peddlers, meat processors, restaurant owners and wholesalers.

Noah Fulmer was the founder and Executive Director of Farm Fresh Rhode Island before joining Local Orbit as Director of Training & Capacity Building.  Farm Fresh Rhode Island runs farmers markets, a processing kitchen and a wholesale food hub connecting 60 local producers to over 100 chefs, grocers, schools and institutions every week.

Local Orbit provides software and training services for the entrepreneurs who are building the New Food Economy.  They provide the tools for farmers, producer coops, food hubs, farmers markets and independent distributors to efficiently sell to local restaurants, grocers, and institutions.  Online marketplaces powered by Local Orbit are active across nine states and Canada. We help people build profitable businesses and healthier communities.

Employment Specialist – Trades Training Program

Introduction:

Momentum staff are expected to work co-operatively with others; demonstrate flexibility in organizing work; show a high degree of initiative, discernment, and resourcefulness; have good communication skills; and demonstrate thoughtfulness in decision-making.

Staff must be non-judgmental and receptive in approach, and reflect genuine concern, respect, and commitment towards the individual, family, and community. As a learning organization Momentum staff are also expected to continuously develop professionally and personally.

Compensation: 
Deadline: 
18 Apr 2014
Phone: 
E-mail: 
Region: 

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